Morgan Stanley

Morgan Stanley Portfolio holdings

AUM $1.67T
1-Year Est. Return 24.69%
 

Morgan Stanley, founded in 1935 by Henry Sturgis Morgan and Harold Stanley as a spin-off from J.P. Morgan & Co., is a leading global financial services firm headquartered in New York City. Initially focused on investment banking, it has evolved into a diversified powerhouse offering wealth management, institutional securities, and asset management services, catering to corporations, governments, institutions, and high-net-worth individuals. With a strong presence in mergers and acquisitions, underwriting, and trading, Morgan Stanley manages billions in assets and is known for its sophisticated financial advisory services. The firm has adapted to modern markets by expanding its digital offerings and wealth management division, notably through its 2020 acquisition of E*TRADE, solidifying its position as a Wall Street titan.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$368B
AUM Growth
-$62B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,004
New
Increased
Reduced
Closed

Top Buys

1
+$3.96B
2
+$2.44B
3
+$2.36B
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$1.95B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.62B

Top Sells

1
+$899M
2
+$741M
3
+$657M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$529M
5
T icon
AT&T
T
+$475M

Sector Composition

1 Technology 16.07%
2 Healthcare 10.42%
3 Financials 7.81%
4 Consumer Discretionary 7.33%
5 Communication Services 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3126
$2.41M ﹤0.01%
129,252
+94,700
3127
$2.41M ﹤0.01%
133,035
-664
3128
$2.41M ﹤0.01%
70,846
-947,086
3129
$2.4M ﹤0.01%
227,987
-22,201
3130
$2.4M ﹤0.01%
927,488
+158,587
3131
$2.4M ﹤0.01%
398,021
-747,397
3132
$2.39M ﹤0.01%
215,109
-230
3133
$2.39M ﹤0.01%
421,167
-1,636,443
3134
$2.39M ﹤0.01%
176,933
-3,246
3135
$2.38M ﹤0.01%
205,078
+109,339
3136
$2.38M ﹤0.01%
332,109
+10,604
3137
$2.38M ﹤0.01%
131,515
-61,402
3138
$2.38M ﹤0.01%
184,594
-12,942
3139
$2.38M ﹤0.01%
208,921
-158,197
3140
$2.37M ﹤0.01%
205,014
-1,693
3141
$2.37M ﹤0.01%
13,338
+8,383
3142
$2.37M ﹤0.01%
109,532
-18,327
3143
$2.37M ﹤0.01%
1,600,828
-45,486
3144
$2.37M ﹤0.01%
780
-6,058
3145
$2.37M ﹤0.01%
19,225
+8,980
3146
$2.36M ﹤0.01%
1,565,779
+319,517
3147
$2.36M ﹤0.01%
56,305
-51,991
3148
$2.35M ﹤0.01%
321,932
-50,978
3149
$2.35M ﹤0.01%
196,983
-77,899
3150
$2.35M ﹤0.01%
141,829
-133,277
124 125
126
127 128